HotWax has various BI Reports that clients use to monitor operations and make data-driven decisions.

Topics

This document details the Reorder-Limit feature, allowing clients to automatically generate reports for items requiring inventory replenishment.The feature utilizes a pre-configured Reorder Channel with customizable threshold rules. Clients can adjust these rules to define the minimum inventory level (reorder limit) at which they'd like to be notified for stock replenishment.

Setting Reorder Limits

Here's how to set the reorder limit for products by tag:

1. Navigate to Launchpad > ATP App > Threshold page.

2. Click the "+" symbol to create a new rule.

3. Enter a descriptive name for the rule, such as "Reorder Limit - [Tag Name]".

4. In the Threshold field, enter your desired reorder level (e.g., 5).

5. Under Channels, select the Configuration Facility.

6. Under Products by Tag, use the filter options to include or exclude products based on their tags.

7. Click Save to create the rule.

8. Schedule the rule to run daily at midnight. You can also click Run Now for immediate execution from the Job scheduler pinned on the top of the page.

Additional Steps (Optional)

1. Navigate to Launchpad > Job Manager App > Inventory page.

2. Locate the Import Product Facility job under "More jobs."

3. Schedule this job to run every 3 hours, or click Run Now for immediate execution. (This ensures data updates)

Setting Different Reorder Limits (Optional)

If you require different reorder limits for various product categories, create separate rules using the same process mentioned above. Utilize the Products by Tag section for filtering products within each rule.

Verifying Reorder Limits

After setting the reorder limits, verify the configuration by navigating to the product's inventory details within the OMS product page. You should see a new reorder channel with the corresponding reorder limit threshold. Products belonging to the designated tag and having an Available-To-Promise (ATP) level that falls below this reorder channel threshold, along with no upcoming purchase orders (POs), will be considered eligible for inclusion in the Reorder Eligible Products report.

Report Delivery

The scheduled report will be delivered to your inbox at a predetermined time slot, assuming there are products meeting the reorder criteria. The report frequency can be adjusted upon request.

Custom Gift Card Report

Sometimes store associates place a custom gift card order that is not mapped to the parent product in Shopify and NetSuite. In such cases, retailers face synchronization issues between Shopify and NetSuite due to unmapped gift cards. The custom gift card report serves as a solution to address these synchronization issues. This report shows unmapped products, enabling retailers to manually map these products to NetSuite, inventory them, and associate them with NetSuite IDs.

Glossary

Query Logic

Data Selection: The query selects data from the ORDER_HEADER, ORDER_ITEM, and PRODUCT tables. These tables contain information about orders, order items, and products, respectively. By joining these tables and selecting specific fields, the query retrieves necessary details related to custom gift card orders.

Defining Criteria: The query establishes specific criteria to identify custom gift card orders. It filters products based on their product type, ensuring only digital goods are considered. Then, it excludes products associated with a particular ID that is used for gift cards. This criterion ensures that the report focuses exclusively on digital goods matching the characteristics of custom gift cards which are not linked with the ID of the gift cards.

Selecting Necessary Information: Essential information such as order IDs, order names, product IDs, product type IDs, product names, and creation dates is retrieved. This selection provides comprehensive insights into custom gift card orders, enabling retailers to track and analyze their performance over time.

These reports are essential for monitoring the brokering of orders to facilities.

Brokered Items Report

View this report to understand which items have been brokered to facilities for fulfillment. Compare this information with new orders received in the OMS to track allocation rates. Any discrepancies between new orders from eCommerce and entries in this report may indicate issues with orders not progressing to fulfillment.

In the NetSuite context, the Brokered Items Report is vital for a streamlined fulfillment process. By cross-referencing brokered items with new orders, retailers ensure alignment between NetSuite and eCommerce platforms. Inconsistencies may highlight integration issues, risking order fulfillment disruptions. A misalignment between new orders from eCommerce and entries in this report may indicate that orders are not progressing to fulfillment in NetSuite.

User

Operations team

Glossary

Brokered Count Report

View this report to monitor the brokered order count, providing a high-level overview to ensure all new orders are allocated. If the brokered count significantly lags behind the total new order count, investigate the unfillable reports for potential issues.

User

Operations team

Glossary

HotWax Commerce OMS offers out of the box pre-order reports to help monitor and track your pre-order operations. Putting all of these reports together, retailers can ensure that they're efficiently managing all their pre-orders.

Hourly ON Pre-Order and OFF Pre-Order Report

A merchandiser wants to determine which items should be available for Pre-Orders based on purchase orders and the queue of sales orders. They use a Pre-Order Management System to automatically list and delist pre-order products on eCommerce based on multiple rules.

Technical or operational challenges may prevent products from being available for pre-orders on eCommerce, or vice versa. So merchandisers want to spot-check on products that should be listed or delisted as pre-orders on eCommerce to avoid over-selling or underselling.

The Hourly ON and OFF Pre-Order Report helps merchandisers quickly identify products that are listed for accepting pre-orders and products that are recently delisted for taking Pre-Orders from eCommerce. With the help of these Shopify reports, merchandisers can quickly identify gaps and take action to fill the gaps.

User

Head of eCommerce, Merchandising Team

Glossary

Daily Pre-Order Summary Report

Merchants with successful pre-order strategy implemented with the help of a Pre-Order Management System can get up to 10% of their revenues from Pre-Order sales. To measure the performance of their Pre-Order initiative, merchandisers like to know how many pre-orders are received as compared to the overall revenue.

Using the Daily Pre-Order Summary Report, merchants can get the contribution of pre-order revenue to the overall revenue and the number of pre-order units sold.

User Head of eCommerce, Merchandising Team

Glossary

Daily Pre-Order Product Performance report

Merchandisers want to measure the best and least-performing Pre-Order products to guide their future strategies. For example, if a product does not perform well after its launch, merchandisers may want to discontinue the product. The Daily Pre-Order Product Performance report helps merchandisers analyze the performance of products on Pre-Order. The report also helps merchandisers make better decisions at the time of product assortment.

User

Head of eCommerce, Merchandising Team

Glossary

Daily Released Pre-Order report

When inventory is received at a warehouse, an effective Pre-Order Management System enables merchandisers to allocate inventory for accepted customer Pre-Orders both manually and automatically. When merchandisers manually allocate inventory for Pre-Orders, they already know how much inventory is consumed by existing pre-orders. However, when the system automatically allocates the inventory, merchandisers have no idea how much inventory is available to promise, which orders have been allocated the inventory, and which ones haven’t. Therefore, merchandisers prefer a daily summary of all pre-orders for which inventory is allocated automatically. The Daily Released Pre-Order report gives a daily summary of all the pre-orders for which the Pre-Order Management System has automatically allocated the inventory.

User

Head of eCommerce, Merchandising Team

Glossary

Daily Promise Date Changed Report

The customer expects their pre-orders to be shipped by/on the promised date. Due to supply-chain constraints or any other reasons, expected inventory may occasionally be delayed. For all pre-orders, OMS integrates with merchants' Marketing Automation Platform to notify the customers of updated promised dates.

Merchants accept pre-orders on multiple items every day. So, inventory delays can impact many pre-orders. Therefore, merchandisers prefer a daily summary of these date changes, to verify if the updated promise dates are communicated to customers or not.

The Daily Promise Date Changed Report shows all date changes made for previously accepted Pre-Orders.

User

Head of eCommerce, Merchandising Team

Glossary

Definition

In HotWax OMS, every process goes through certain stages in its lifecycle. Generally, there are four checkpoints in the lifecycle:

1. Creation: The initial stage where a process is created but still needs approval before it can move to the next stage. For example, an order that is created but cannot be brokered as it needs to be approved.

2. Authorization: Once approved, the process moves to this stage where it is ready and waiting to be processed. For instance, an order that is approved but not yet fulfilled.

3. Completion/Terminal: This stage means the process has finished, and no further action is needed. For example, when an order is either fulfilled (successful) or cancelled (failed).

4. Post-Completion: Sometimes even after a process is in the terminal stage, additional actions might be needed. For example, if a customer wants to return an order, the order enters this stage.

To better manage these stages, we assign a numeric value to each stage according to their chronology. These numbers will be the "age" of the process. Thus, the farther the process is into its lifecycle, the greater is its age. As a convention, the ages of the above four mentioned stages - Creation, Authorization, Completion and Post-Completion - are defined as:

Additionally, the Completion stage can have two outcomes:

There can also be events that occur between stages. For example, after a shipment is authorized, it might move to a "shipment packed" status. This is not the final stage because the shipment still needs to be sent out. Such an event would have an age value between 50 and 100, reflecting its position between Authorization and Completion.

Purpose

The StatusItem table is frequently used to identify records with a specific status or objective. For instance, if the goal is to find all shipments that are authorized but have not yet been shipped, the query would need to check for shipments in statuses such as SHIPMENT_APPROVED, SHIPMENT_PICKED, or SHIPMENT_PACKED. However, when there are multiple statuses to check, these searches can become slow.

To optimize this process, a numeric column called "age" has been added to the StatusItem table. This column indicates the stage of an item's lifecycle. Referring to the example above, instead of checking for multiple statuses, the search can now filter for shipments where the "age" is greater than or equal to 50 but less than 100. This approach simplifies the logic and improves search performance.

Different Types of Lifecycles and Their Status Ages

1) Inventory Count

2) Order

3) Order Item

4) Payment Preference

5) Pick Item

6) Picklist

7) Return

8) Service

9) Shipment

Missing Products from Order

This report identifies active orders and the products associated with it that are missing from NetSuite. It checks each order to see if it has a corresponding NetSuite Order ID and if the products within those orders have NetSuite Product IDs. Orders without a NetSuite Order ID and products without a NetSuite Product ID are highlighted. The query excludes canceled orders, joins relevant tables to gather necessary data, and groups it by order ID and product ID.

Glossary

Query Logic

Data Selection: The query starts by selecting data from various tables related to orders and products. These tables contain details about orders, order items, product information, and NetSuite identifiers.

Filtering Active Orders: The main focus of the report is to identify orders and products missing NetSuite IDs. Therefore, criteria are set to exclude canceled orders (e.g., STATUS_ID NOT IN ('ORDER_CANCELLED')) and only include active ones.

Joining Relevant Tables: To compile a comprehensive dataset, the SQL query joins multiple tables: order headers, order items, and product details. Additionally, it joins to tables containing NetSuite order and product identifiers using common fields (e.g., ORDER_ID and PRODUCT_ID).

Selecting Necessary Information: The query selects specific columns from the joined tables that include order IDs and product SKUs that are not present in NetSuite.

Grouping Data: The selected data is grouped by order ID and product ID to ensure that each combination is considered individually. This helps in organizing the data for further analysis.

Identifying Missing NetSuite IDs: Within each group, the query checks if there are any corresponding NetSuite Order IDs or Product IDs. If both are missing, it highlights these records as the ones missing from NetSuite.

Products without Netsuite Order ID Report

This report identifies products listed on Shopify that are missing from NetSuite. It checks each product to see if it has a corresponding NetSuite Product ID. Products without a NetSuite Product ID are highlighted. The query joins relevant tables to gather necessary data, filters for active products, and groups it by product SKU, Shopify product ID, and Hotwax product ID.

Glossary

Query Logic

Data Selection: The query starts by selecting data from tables related to product identifications. These tables store information about product SKUs, Shopify product IDs, and internal Hotwax product IDs. The query selects specific columns that include the product SKU, Shopify product ID, and HotWax product ID.

Filtering Active Products: The main focus of the report is to identify Shopify products missing NetSuite IDs. Criteria are set to include only active product identifications (those with no end date or an end date in the future).

Joining Relevant Tables: To compile a comprehensive dataset, the SQL query joins multiple tables: good identifications (for product IDs) and products (for additional product details). It also joins the good identifications table to check for NetSuite Product IDs.

Grouping Data: The selected data is grouped by product ID and identification type to ensure that each product's information is uniquely considered.

Identifying Missing NetSuite IDs: Within each group, the query checks for missing NetSuite Product IDs. If a product does not have a corresponding NetSuite ID, it is highlighted.

Deleted Shopify Product Report

This SQL query generates a report listing products that have been deleted from Shopify. It selects key details such as the Hotwax product ID, product SKU, the date when the product was discontinued in Hotwax, and any comments related to the deletion. The query specifically looks for products with comments indicating they were "Deleted from Shopify." It then groups the data by product ID, SKU, discontinuation date, and comments to ensure each product's details are uniquely considered.

Glossary

Query Logic

Data Selection: The query starts by selecting data from the product table, focusing on products deleted from Shopify. It retrieves information such as Hotwax product ID, product SKU, discontinuation date, and comments.

Filtering Criteria: To identify products deleted from Shopify, the query filters records where the comments field contains the phrase "Deleted from Shopify". This ensures that only relevant products are included in the report.

Grouping Data: The data is grouped by Hotwax product ID, product SKU, discontinuation date, and comments. Grouping helps organize the data and ensures each product's information is considered uniquely, avoiding duplicate entries in the report.

Customer Without Netsuite Id Report

This SQL query generates a report listing customers who have a Shopify customer ID but are missing a corresponding NetSuite customer ID. It fetches details including the Hotwax customer ID, first name, last name, Shopify customer ID, and the number of orders placed by each customer. By joining relevant tables and applying specific filters, the query identifies and provides a concise list of customers not present in the NetSuite system.

Query Logic

Data Selection: The query starts by selecting data from the party table and related tables to gather customer details, including the Hotwax customer ID, first name, last name, Shopify customer ID, and the number of orders.

Filtering Criteria: To focus on customers without a NetSuite ID, the query filters records to include only those with a Shopify ID and excludes those with a NetSuite ID. It also ensures that only individuals (not organizations) and those with a customer role are included.

Joining Relevant Tables: The query joins several tables to collect all necessary information. It joins the party table with the party role table to determine customer roles, the party identification table to check for Shopify and NetSuite IDs, the person table to get names, and the order role table to count orders.

Grouping Data: The data is grouped by Hotwax customer ID, first name, last name, and Shopify customer ID to ensure that each customer is uniquely identified in the report.

Counting Orders: Within each group, the query counts the number of distinct orders for each customer. This count provides insights into the customer's activity.

Fulfilled Items Not Synced to NetSuite

This report identifies fulfilled order items that have not been synced to NetSuite. The report focuses on items marked as completed, joining relevant data from multiple tables to provide a comprehensive view. Items that have not yet been exported to NetSuite are highlighted, ensuring that all discrepancies are captured. The results are organized by fulfillment log ID and status datetime.

Glossary

Query Logic

Data Selection: The query starts by selecting data from various tables related to orders and order items. It retrieves key details including the order ID, order name, order type, order item sequence ID, SKU, status datetime, and a flag indicating whether the fulfillment items has been exported to NetSuite.

Filtering for Completed Items: The query focuses on order items that have been marked as completed. It joins to the order status table to ensure that only items with a status ID of "ITEM_COMPLETED" are included.

Identifying Unexported Fulfillment Items: The query joins to the order fulfillment history table to check if each fulfilled item has been exported to NetSuite. It sets a flag (IS_FULFILLMENT_EXPORTED) to "N" if the fulfillment log ID is null, indicating that the item has not been exported.

POS Orders vs POS Variance

This report compares the sales of POS (Point of Sale) orders with inventory variances, helping to identify discrepancies. It provides details such as order ID, order name, entry date, SKU, sales quantity, and quantity on hand (QOH) variance. The report focuses on POS orders completed after a particular date, and includes both sales data and inventory variance information. By joining relevant tables, it highlights orders where there is a variance between the recorded sales and the inventory quantity on hand.

Glossary

Query Logic

Data Selection: The query selects data from multiple tables to gather information about POS orders, their sales quantities, and inventory variances. The key details retrieved include order ID, order name, entry date, SKU, sales quantity, and quantity on hand variance.

Filtering POS Orders: The report focuses on POS orders by filtering for orders completed after a particular date, and belonging to the POS sales channel. This ensures the report includes only relevant transactions.

Calculating Sales and Variance: The query calculates the total sales quantity for each order and product combination. It also sums the quantity on hand (QOH) and available to promise (ATP) variances from the inventory item variance table. The inventory variances are linked to the sales data based on comments containing the order ID.

Filtering Results: The results are filtered to exclude a specific SKU and to highlight records where the sum of QOH variance and sales is not zero, indicating a discrepancy.

Ordering and Limiting Results: The results are ordered by order ID in descending order to prioritize the most recent records. The output is limited to the first 1000 records.

POS Returns vs Restock

This report identifies POS (Point of Sale) return transactions and compares them against restocked quantities. It provides insights into how many items were returned versus how many were restocked back into inventory. The report includes details such as return ID, entry date, order ID, product name, facility ID, returned quantity, and restocked quantity. It focuses on returns directed to specific facilities and excludes those directed to 'BDC'.

Glossary

Query Logic

Data Selection: The query begins by selecting data from various tables that hold information on return transactions, products, and orders. Key details include return ID, entry date, order name, internal product name (SKU), facility ID, returned quantity, and restocked quantity.

**Filtering Return Transactions:*8 The report specifically looks at returns that are not directed to the generic facility 'NA'. This helps in focusing on relevant return transactions.

Joining Relevant Tables: To gather comprehensive data, the SQL query joins multiple tables. The return header table (rh) contains general return information such as destination facility ID and entry date. The return item table (ri) provides details on individual returned items and their quantities. The product table (p) includes product details such as internal name (SKU), and the order header table (oh) links returns to their corresponding orders.

Calculating Return and Restock Quantities: The query selects the returned quantity from the return item table and checks for any restocked quantity, using IFNULL to handle cases where no restock occurred, setting it to zero if not restocked.

Excluding Specific Facilities: The results are filtered to exclude transactions directed to the 'BDC' facility, ensuring the report focuses on the relevant data.

Query Logic

Data Selection: The query starts by selecting relevant data from tables that store information on return transactions, products, and orders. It gathers details such as return ID, product name (SKU), returned quantity, restocked quantity, facility ID, and order name.

Filtering Return Transactions: The report focuses on returns directed to specific facilities, excluding those directed to the generic 'NA' facility.

Categorizing Return Status: The query categorizes each returned item as "Restocked" if the returned quantity matches the received quantity. If they do not match, the item is categorized as "Not Restocked". This is achieved using the IF and IFNULL functions.

Counting and Grouping Data: The data is grouped by the restocked status and counted, providing the number of items in each category ("Restocked" vs. "Not Restocked"). This count is crucial for generating the pie chart.

Missing Order Attribute Report

The Missing Order Attribute Report is a vital tool for tracking order synchronization. By monitoring the presence of essential attributes, it identifies orders lacking crucial information, ensuring a seamless synchronization process. This report enables proactive resolution of discrepancies, preventing any orders from failing to synchronize effectively.

Glossary

In the NetSuite context, the report ensures accurate order synchronization by verifying essential attributes. By highlighting orders lacking these attributes, it prevents synchronization issues, providing assurance that orders seamlessly integrate with NetSuite.

Receiving Discrepancies by Product

This discrepancy report helps retailers maintain inventory accuracy and uphold customer satisfaction. By highlighting inventory received that does not match the expected quantities, such as the example of shoes-M-38 with a discrepancy of 4 units, retailers can identify and rectify issues like shipment errors, theft, or miscounts. Timely detection of such discrepancies enables corrective actions like adjusting stock levels, investigating root causes, and improving receiving processes, ultimately ensuring that customers receive the products they desire when they expect them.

HotWax Order Count Report

The HotWax Order Count Report offers a daily snapshot of new orders in the Order Management System (OMS), providing a quick reference for monitoring overall order activity and facilitating proactive decision-making. In the Shopify context, this report ensures seamless synchronization by comparing daily order counts. It serves as a vital tool for merchants, quickly identifying and addressing any discrepancies in the synchronization process, ensuring accurate and efficient order fulfillment.

Glossary

Query Logic

Data Selection: The SQL query selects specific data fields required for the report. This typically includes information about orders, such as order IDs and other relevant details.

Filtering HotWax Orders: The primary objective of the report is to count orders processed by the HotWax system. Therefore, the query includes conditions to filter the data and include only orders processed by HotWax.

Joining Relevant Tables: To compile a comprehensive dataset, the SQL query joins tables containing order information. This typically involves joining the order_header table with other relevant tables based on common fields like ORDER_ID.

Selecting Necessary Information: From the joined tables, the query selects columns related to order details needed for analysis or reporting. This could include order IDs, order dates, and other relevant information.

Filtering and Grouping Data: Conditions are applied to filter the data and include only orders processed by HotWax. This might involve checking if certain attributes or flags indicate that the order was processed by HotWax. The query groups the selected data based on certain criteria, such as order IDs or dates. Grouping data helps summarize and organize it for analysis.

Counting HotWax Orders: Within each group, the query counts the number of orders processed by HotWax. This provides insights into the volume of orders processed by the system over a specified period.

Sales Order Count by Channel Report

Retailers receive orders through various channels, including eCommerce websites, social media platforms, online marketplaces, and point-of-sale (POS) systems. Retailers need visibility of their sales into channel performance. The Sales Order Count by Channel report offers a clear summary of order counts per channel, enabling retailers to identify high-performing channels and areas needing improvement. Retailers can easily discern the total count of orders per channel, whether it's from POS, Shopify, or any other channel enabling effective tracking and analysis.

Glossary

Query Logic

Data Selection: The SQL query selects data from the order_header table, focusing on sales orders. It calculates the count of orders received through each sales channel, excluding cancelled orders, within a specific date range.

Sales Channel: This field extracts the sales channel information from the SALES_CHANNEL_ENUM_ID column in the order_header table. If the SALES_CHANNEL_ENUM_ID is POS_SALES_CHANNEL, it assigns "POS" to the SALES_CHANNEL column; otherwise, it assigns "Shopify".

Count of Orders: This field calculates the count of orders for each sales channel. It uses the count() function to count the occurrences of EXTERNAL_ID, representing each order in the dataset. The query aggregates the data by sales channel, counting the number of orders for each channel.

Filtering: Orders with a status of ORDER_CANCELLED are excluded from the analysis. Additionally, the query filters orders based on their order date, selecting only those within the specified time frame.

Ordering: The results are ordered based on the count of orders in descending order, providing insight into which sales channel has the highest volume of orders.

Limitation: The query limits the output to the top 100 sales channels by order count.

Missing Netsuite Order ID Report

Retailers often encounter synchronization issues between Shopify and Netsuite, leading to orders not being properly recorded. This can result in delays and disruptions in order processing and fulfillment, impacting customer satisfaction and revenue. This report is helpful for retailers to troubleshoot issues when orders, that have all the necessary attributes like SIGNIFYD_APPROVED, and NETSUITE_CUSTOMER_ID are not synchronized with Netsuite. It highlights orders in approved or completed status that lack Netsuite order IDs, indicating synchronization problems. Retailers can view this report to identify problematic orders and rectify errors to ensure all orders are synced with Netsuite. The synchronization process between HotWax and Netsuite may encounter delays. Therefore, this report exclusively displays orders without NetSuite order IDs for over 4 hours.

Glossary

Query Logic

Data Selection: The query starts by selecting specific data from a table named order_header. This table contains information about orders, including the order name, order ID, entry date, and sales channel.

Defining Criteria for Missing IDs: The report specifically targets orders without a Netsuite order ID (ORDER_IDENTIFICATION_TYPE_ID = 'NETSUITE_ORDER_ID') by filtering data where the Netsuite order ID is null or not present in the database.

Joining Relevant Tables: The query joins the order_header and order_identification tables based on common fields (e.g., ORDER_ID) to identify orders and associated identification information.

Selecting Necessary Information: Selected columns, such as ORDER_NAME, HC_ORDER_ID, and SALES_CHANNEL, provide context for the missing Netsuite order IDs. Including these details aids in understanding the orders affected by the missing IDs.

Ordering Results: The results are ordered by the ENTRY_DATE in ascending order, which arranges the orders from oldest to most recent. This organization aids in identifying patterns or trends over time.

POS Cash Sale Exp Failed Report

The POS Cash Sale Exp Failed Report is a tool for tracking synchronization failures related to Point of Sale (POS) cash sales. This report is instrumental in identifying instances where the synchronization process encountered issues, allowing for a proactive approach to address and resolve these failures. By leveraging this report, organizations can ensure the accuracy and completeness of their POS cash sale data, contributing to a more reliable and efficient sales reporting process.

Glossary

Query Logic

Data Selection: The query selects specific data from the ORDER_HEADER table, including order names, IDs, entry dates, sales channels, and customer information.

Data Filtering: Only completed orders (STATUS_ID = 'ORDER_COMPLETED') from the POS sales channel (SALES_CHANNEL_ENUM_ID = 'POS_SALES_CHANNEL') with no associated Netsuite order ID are included.

Defining Criteria for Failed Export: The report targets POS cash sales transactions with failed expense exports.

Joining Relevant Tables: Tables are joined based on common fields to identify transactions and associated details such as sales channels and error information.

Selecting Necessary Information: Selected columns provide context for identifying failed POS cash sales transactions.

Grouping Data: The query implicitly groups records based on filtering criteria to focus solely on transactions with failed expense exports.

Calculating Subsidiary: In this report, "subsidiary" is the division responsible for each transaction, based on the facility's external ID. Facility ID "376" maps to subsidiary "5," while all others map to subsidiary "1." This helps in financial tracking, operational management, and regulatory compliance. A conditional statement determines the subsidiary based on the facility's external ID, adding context to the order data.

Duplicate Order

Retailers often face the issue of duplicate orders, which can cause inventory discrepancies and financial losses. For instance, if an order is duplicated and subsequently brokered differently, it can result in ATP (Available to Promise) discrepancies and financial losses for the retailer. Furthermore, it may cause errors when reconciling orders with Netsuite.

The "Duplicate Order" report provides crucial insights into the frequency of duplicate orders by presenting the total count of duplicate orders associated with the same order name. By understanding the extent of duplicate orders, retailers can take necessary actions to ensure that duplicate orders are removed from the system.

Glossary

Query Logic

Data Selection: The query selects four columns: ORDER_NAME, COUNT, HC_Order_Ids, and Netsuite_Order_Ids from the order_header and order_identification tables.

Counting Duplicate Orders: Duplicate orders are identified based on their ORDER_NAME and EXTERNAL_ID, and the COUNT() function calculates the number of occurrences of each unique EXTERNAL_ID.

Concatenation of Order IDs: For each duplicated order, the associated HC_Order_Ids (HotWax Commerce Order IDs) and Netsuite_Order_Ids (NetSuite Order IDs) are concatenated into comma-separated lists using the GROUP_CONCAT() function.

Filtering Criteria: Orders with a status of "ORDER_CANCELLED" and a specific ORDER_NAME are excluded from the analysis.

Grouping and Aggregation: Data is grouped by EXTERNAL_ID and ORDER_NAME to aggregate duplicate orders, and the HAVING clause filters out orders with a count of occurrences less than 1, ensuring that only duplicate orders are included.

Ordering by Entry Date: Results are ordered based on the maximum entry date (max_entry_date) of the duplicated orders in descending order, prioritizing the most recent occurrences of duplicate orders for resolution.

Shopify Order Import Error

When an order fails to transfer from Shopify to Hotwax, it doesn't show up in the OMS, and an error is logged in the EXIM Import record for Shopify orders. The Shopify Order Import Error report details these failed imports, providing the specific errors generated by the system. There are several potential causes for these errors, including data exported from Shopify not being compatible with the OMS, or issues with specific API endpoints, such as inadequate permissions or temporary unavailability. Retailers can use this report to identify problematic orders and troubleshoot accordingly.

Glossary

Query Logic

Data Selection: The query selects specific data from the logInsights table, likely containing information related to Shopify orders, including the Shopify website name, error messages, Shopify order names, tags, and order creation dates.

Defining Selection Criteria: Data is filtered to include only entries where the document type is SHOPIFY_ORDER, ensuring that only relevant Shopify order information is retrieved.

Identification of Shopify Order Errors: Within a subquery (virtual_table), records with a docType of SHOPIFY_ORDER are isolated, capturing entries specific to Shopify order imports. The errorMessage_txt_en field captures system-generated error messages, providing insights into the nature of import failures.

Canceled Order Report

Retailers often face challenges in managing and reducing order cancellations. Customers or CSRs may cancel orders due to reasons such as changes in preference, product unavailability, errors in orders, delivery delays, financial constraints, product defects, better offers elsewhere, and miscommunication. The Cancelled Order Report provides weekly insights into cancellation rates, enabling retailers to pinpoint peak cancellation weeks and address underlying causes. It outlines the total number of canceled orders within the OMS, helping retailers businesses enhance customer satisfaction and operational efficiency by addressing root issues effectively. A weekly report is generated for retailers, and the frequency of the report can be updated as per the requirements.

Glossary

Query Logic

Data Selection:

• Order IDs and Statuses: The query selects oid.ID_VALUE (order ID) and os.STATUS_DATETIME (cancellation date) to track canceled orders.

• Order Details: Additional information like oi.ITEM_DESCRIPTION (item description), oi.UNIT_PRICE (price), and oi.EXTERNAL_ID (external ID) is also selected.

Defining Cancellation Criteria: The query filters the data to include only orders where the status indicates cancellation (e.g., STATUS_ID = 'ITEM_CANCELLED').

Joining Relevant Tables: The SQL query joins these tables together based on common fields (e.g., ORDER_ID, ORDER_ITEM_SEQ_ID, PRODUCT_ID) to compile a comprehensive dataset.

Selecting Necessary Information: Relevant columns are selected from the joined tables, such as order IDs, cancellation dates, SKUs (product identifiers), item descriptions, prices, cancellation reasons, and external IDs.

Grouping Data: The selected data is grouped based on certain criteria, such as order ID, canceled date, SKU, item description, price, cancellation reason, and external ID, to summarize and organize it for analysis.

Counting Distinct Orders: Within each group, the query counts the number of distinct order IDs, providing insights into how many unique orders were canceled on each date.

Calculating Date: The query calculates the date of the canceled orders by finding the first day of the week for each canceled date, facilitating grouping the cancellations by week.

Order Approval Duration Graph

Order approval delays can happen due to missing order attributes such as missing customer ID or municipio ID. Delays in order approval can lead to missed delivery deadlines and potential revenue loss.

The Order Approval Duration graph provides information on how long it takes the OMS to approve orders. It has two main attributes: order volume and average approval duration in minutes. This Graph helps in tracking the average approval duration over time. This helps in identifying any deviations from expected performance levels and taking corrective actions promptly.

Glossary

Data Selection: The SQL query begins by selecting specific data from two tables: order_header and order_status. These tables likely contain information about orders and their statuses.

Defining Criteria: The query filters the data to include only orders with a specific status, in this case, orders that are approved. This is achieved by specifying the condition os.status_id = 'ORDER_APPROVED'.

Joining Relevant Tables: To combine relevant information from both tables, the query joins order_header and order_status using the common field ORDER_ID.

Selecting Necessary Information: From the joined tables, the query selects columns such as order ID, Shopify order ID, approval duration (calculated in seconds), creation date (ORDER_DATE), and approval date (status_datetime).

Grouping Data: The query groups the selected data by order ID. This means that all entries with the same order ID are grouped together, allowing for aggregation and analysis of approval durations for each order. The query groups the results by the date part of the creation date (ENTRY_DATE), allowing for a summary of average approval durations and order volumes for each day.

Calculating Average Approval Duration: Within each group, the query calculates the average approval duration in minutes (AVG(duration in sec) / 60).

Counting Distinct Orders: Additionally, the query counts the number of distinct order IDs to determine the volume of orders for each day.

Missing Order Attribute Report

The Missing Order Attribute Report is a vital report for tracking order synchronization. By monitoring the presence of essential attributes, it identifies orders lacking crucial information, ensuring a seamless synchronization process. This report enables proactive resolution of discrepancies, preventing any orders from failing to synchronize effectively. In the NetSuite context, the report ensures accurate order synchronization by verifying essential attributes. By highlighting orders lacking these attributes, it prevents synchronization issues, providing assurance that orders seamlessly integrate with NetSuite.

Order attributes are specific pieces of information or data associated with an order that are essential for its processing and synchronization. These attributes can include details such as whether an order has been approved by a fraud detection system (e.g., Signifyd), whether it has been exported to NetSuite, or customer identification numbers. Ensuring these attributes are correctly populated is crucial for smooth order management and integration across different systems.

Glossary

Query Logic

Data Selection: The SQL query starts by selecting specific data fields relevant to the report. This includes information about orders and their attributes.

Defining Missing Attributes: The primary objective of the report is to identify orders with missing attributes. Therefore, criteria are established to filter the data and include only orders where certain attributes are absent or null.

Joining Relevant Tables: To compile a comprehensive dataset, the SQL query joins tables containing order information and attributes. This typically involves joining the order_header table with the order_attribute table based on a common field like ORDER_ID.

Selecting Necessary Information: From the joined tables, the query selects columns related to order attributes and any other relevant information needed for analysis or reporting.

Filtering Data: Conditions are applied to filter the data and include only orders with missing attributes. This involves checking if certain attribute values are null or absent in the dataset.

Grouping Data: The query groups the selected data based on certain criteria, such as order ID or attribute type. Grouping data helps summarize and organize it for analysis.

Counting Missing Attributes: Within each group, the query counts the number of orders with missing attributes. This provides insights into the frequency and distribution of missing attributes across orders.

Allocation Pending Report

The Allocation Pending Report displays orders assigned to facilities that currently lack sufficient inventory for immediate fulfillment. Monitoring the orders and items listed in this report is essential for initiating replenishment actions at the store. By doing so, retailers can ensure that inventory levels are maintained adequately, facilitating the successful completion of fulfillment for the identified orders.

Glossary